David Fox Specialist Consultant, ThreeSixty Business Development and Consulting Team, MLC Limited (at time of writing) David Fox is the principal of Advice Centre Consulting, a group focused on developing advice businesses to their full potential. After building up his own travel business for 12 years he joined the financial services industry in 1991 when he began working with Sealcorp to develop tools, templates and support material for accelerating the growth of financial advice businesses. In 1999 he joined MLC to establish the ThreeSixty Business Development and Consulting Team where his team designed and implemented solutions to support the progression of businesses towards their owners visions. David is a regular speaker at Australian and international conferences and is well known for challenging the traditional views of the advice industry. His understanding of the priority needs of advice businesses and their clients has been a significant contributor to the success achieved by the businesses with which David has worked.
Developing an operating model provides clarity for the priorities of a client entric advice business DAVID FOX | TUESDAY, 1 JAN 2008 "A business operating model describes the capabilities that exist within an organisation including customer facing, infrastructural and management components". This is typically how a business operating model is defined in "consulting ... Read more PAGE: 1 |
Latest News
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Court approves $16m DASS settlement
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay.
Adviser numbers plateau
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share.
Two Brisbane advice firms merge
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.